You can export the following files for SevenFifty in Generate Data Extract.
Customer - Customer information
Employee - Sales representative information
Inventory - Quantity available and quantity on order for products
Product - Product and pricing information
NOTE Before you export data to SevenFifty, contact the Aptean Professional Services Team or the Aptean Customer Success Team for more assistance on tailoring the standard export format to suit your business.
The following tables list the format for these files.
Field Name |
Required |
Format |
Apprise Field |
Account Name |
Yes |
Character |
custname.cust-name |
Internal Account Number |
Yes |
Character |
custname.cust-code |
Liquor License Number |
No |
Character |
custname.user-defined-1 |
Address |
Yes |
Character |
custname.address-1 |
City |
Yes |
Character |
custname.city |
State |
Yes |
Character |
custname.state |
Zipcode |
Yes |
Character |
custname.postal-code |
Lead |
No |
True/False |
NA |
Note |
No |
Character |
NA |
Inactive |
No |
True/False |
custname.active NOTE Currently, the system only exports active customers. |
Sales Rep Emails |
Yes |
Character |
sales-agent.email-address for custname.default-sales-agent and custname.second-sales-agent NOTE Separate multiple email addresses by a comma (,). |
Field Name |
Required |
Format |
Apprise Field |
Employee Id # |
Yes |
Character |
sales-agent.sales-agent-id |
First Name |
Yes |
Character |
sales-agent.first-name |
Last Name |
Yes |
Character |
sales-agent.last-name |
|
Yes |
Character |
sales-agent.email-address |
Title |
No |
Character |
NA |
Regions |
Yes |
Character |
state.state-name for sales-agent.state |
Phone |
No |
Character |
sales-agent.phone |
Manager Emails |
No |
Character |
sales-agent.email-address for sales-agent.manager |
Roles |
Yes |
Character |
sales-agent.user-defined-1 NOTE It could be one of the following values:
|
Field Name |
Required |
Format |
Apprise Field |
SKU |
Yes |
Character |
product.product-code |
Quantity |
Yes |
>>>,>>>,>>9.99 |
qty available (calculated) NOTE Will be converted to the bottle UM. |
Warehouse |
No |
Character |
location.location-name for inventory.level-key-2 NOTE Location name of shipping location. |
Quantity on Order |
Yes |
>>>,>>>,>>9.99 |
inventory.qoo for inventory.product-key NOTE Will be converted to the bottle UM. |
Quantity on Hold |
No |
>>>,>>>,>>9.99 |
NA |
Expected Delivery Date |
No |
YYYY-MM-DD |
NA |
Field Name |
Required |
Format |
Apprise Field Table |
SKU |
Yes |
Character |
product.product-code |
Status |
No |
Character |
product.usr-def-fld-20 |
Producer Name |
Yes |
Character |
product.usr-def-fld-19 |
Product Name |
Yes |
Character |
product.product-name |
Appellation |
No |
Character |
product.usr-def-fld-17 |
Supplier |
No |
Character |
suppname.supplier-name for product.supplier-key |
Vintage |
No |
Character |
product.usr-def-fld-18 |
Size |
Yes |
Character |
product.bottle-size |
Size Unit |
Yes |
Character |
um.um-code for product.bottle-dimension-basis |
Case Size |
Yes |
Character |
Conversion Factor (Convert to Bottle) NOTE A number indicates the case unit of measure. For example, it will be 6 for case6 U/M. |
Sleeve Size |
No |
Character |
NA |
Container Type |
Yes |
Character |
product.usr-def-fld-16 |
UPC |
No |
Character |
product.upc-code |
Price Effective Date |
No |
YYYY-MM-DD |
NA |
Do not print |
No |
True/False |
NA |
Full case only? |
No |
True/False |
NA |
Hidden |
No |
True/False |
NA |
Frontline bottle price |
No |
>,>>>,>>9.9999 |
NA |
Frontline case price |
No |
>,>>>,>>9.9999 |
List price or price matrix price. For more information, see Product Price Export Logic. |
Level 1 Price |
No |
>,>>>,>>9.9999 |
Applies only when Price Matrix is selected as the price source in Data Extract Selection Maintenance. For more information, see Product Price Export Logic. |
Level 1 Quantity |
No |
Integer |
|
Level 2 Price |
No |
>,>>>,>>9.9999 |
|
Level 2 Quantity |
No |
Integer |
|
Level 3 Price |
No |
>,>>>,>>9.9999 |
|
Level 3 Quantity |
No |
Integer |
|
Level 4 Price |
No |
>,>>>,>>9.9999 |
|
Level 4 Quantity |
No |
Integer |
|
Level 5 Price |
No |
>,>>>,>>9.9999 |
|
Level 5 Quantity |
No |
Integer |
|
Level 6 Price |
No |
>,>>>,>>9.9999 |
|
Level 6 Quantity |
No |
Integer |
|
Level 7 Price |
No |
>,>>>,>>9.9999 |
|
Level 7 Quantity |
No |
Integer |
|
Level 8 Price |
No |
>,>>>,>>9.9999 |
|
Level 8 Quantity |
No |
Integer |
|
Level 9 Price |
No |
>,>>>,>>9.9999 |
|
Level 9 Quantity |
No |
Integer |
|
To export data to SevenFifty, the system assumes that a product only has two UMs:
Bottle
CaseX (X could be 6,12, and so on)
This is the normal case for wine distributors.
If you select List Price 1-4 as the price source in Data Extract Selection Maintenance, then the system exports the selected list price in the Frontline case price column. The system converts the list price if the product's default selling UM is not the case UM.
Example Product A has two UMs: Bottle and Case6.
|
If you select a price matrix price as the price source in Data Extract Selection Maintenance, the system searches for a price matrix record as if one CaseX of the product is ordered.
The system searches only for those price matrix records that meet the following conditions:
Status is Active.
Price Type must be Fixed Price.
Price Region is the same as what is selected in Generate Data Extract.
Price Book or Customer is the same as what is defined in Data Extract Selection Maintenance.
Current date is within its date range.
Example In Data Extract Selection Maintenance, you select Price Book-Price Class as the price source, and select 750Customers as the Price Book. 750Customers is a fake price book that's used for exporting the product-pricing data to SevenFifty. Assume that you create the following record in Price Book Price Maintenance: Header information
Breaks - Prices
Product A belongs to Price Class Spring Deal and its default selling UM is Case6. Assume that today's date is 3/1/2022. In Generate Data Extract, export the product file for Price Region East Coast. The pricing-related fields should export the following data:
|